Group Coaching Calls
These calls will cover the stages of the Advisor Growth Journey™. On each call, we'll answer your questions as well as break out into small groups to work through the content. In order to make the most of everyone's time, there is required prep-work for each call, so please come prepared to learn and share with your peers. Click the register now buttons to add each call to your calendar.
Can't make a call? Every call will be recorded and posted to the On Demand section below.
The Planning Horizon®, Structure of the Approach Talk, Engagement Letters
October 25, 2022 @ 1PM Eastern
The Planning Horizon® empowers you to engage with clients to discover what matters to them and why it's important, before jumping into possible solutions. It evolves your approach to connect with clients more meaningfully and promote long-term sustainable relationships.
On this call, we'll talk about The Planning Horizon®, the Structure of the Approach Talk, and getting the clients commitment through Engagement Letters.
PREP-WORK: In advance of this call, please complete the Promise Stage and the Action Tasks in each of the lessons.
Values & Vision
November 17, 2022 @ 1PM Eastern
Knowing a client’s values and vision for the future helps you understand them better, build a better plan, develop a better solution, and make it easier for them to act on your recommendations to get them to the future they want for themselves and their family.
You'll create an entirely different client experience that unlocks endless opportunities for your services.
On this call, we'll go through some real-play exercises to get you comfortable with the Vision and Values process.
PREP-WORK: In advance of this call, please complete Modules 1-3 in the Deliver Stage, and the Action Tasks in each of those lessons.
GISOR, Goal Achievement, Client Review Strategy
December 15, 2022 @ 1PM Eastern
The GISOR Model™ is designed to help clients identify, prioritize, and act on what is most important to them. Getting clear on your clients' goals will help you make sure they break through to the vision you helped them articulate. When you understand their vision and then can identify Goals that are key stepping stones to that future, your solutions suddenly make sense as the clear path to the life they want.
On this call, we'll go through some real-play exercises to get you familiar with how the GISOR process is conducted.
PREP-WORK: In advance of this call, please complete Modules 4-7 in the Deliver Stage, and the Action Tasks in each of those lessons.
Advisory Business Org Chart, Operational Roadmap, Client Clustering
January 12, 2023 @ 2PM Eastern
We consistently hear from advisors that say they oftentimes ebb and flow between production and operations. Usually, the days spent doing operations are agonizing.
We have a business structure that can deliver better results, easier and faster. Delineate the productivity and operations of your business so everyone is on the same page.
We'll also cover the Operational Roadmap which will help you design every stage of the 4 Decision SystemTM, as well as Client Clustering - a modernized way to do client segmentation.
On this call, we'll see if you have any questions on the Org chart, we'll go over the Operational Roadmap that you created, and we'll check in on your Client Clusters.
PREP-WORK: In advance of this call, please complete the Anchor Stage and the Action Tasks in each of those lessons.
The Vision For Your Future and The Legacy Growth Blueprint
February 9, 2023 @ 2PM Eastern
Growth in an Advisory firm is usually constrained by three things:
1. Differentiation: The difference you create in your clients' lives and results in marking you as 'not like' thousands of other Advisors.
2. Capacity: Growth rarely happens without a shift in the capacity of you, your team and/or your clients.
3. Systems: Once the right actions are decoded, repeatable systems become the future of your success.
On this call, we'll check in on the Vision you have for the future of your business, as well as the Advisor Growth Blueprint that you filled out.
PREP-WORK: In advance of this call, please complete the Legacy Stage and the Action Tasks in each of those lessons.
Niche Market, Brand, Bridge Talk™
The Focus Stage of the Advisor Growth Journey™ will help you zero in on the things that matter most for generating growth. On this call, we'll talk about the topics covered in the first half of the Focus stage:
- Going over the niche market that you identified
- What your brand is (the promise of what it will be like working with you)
- The Bridge Talk™ - how you answer, "What do you do?"
PREP-WORK: In advance of this call, please complete Modules 1-4 in the Focus Stage, and the Action Tasks in each of those lessons.
Lists, Production Plan, Marketing Plan
Creating a clearly defined marketing strategy for your business is critical to driving the highest results possible, and putting a plan in place will ensure you have the best year ever.
In this call, we'll cover the second half of the Focus Stage:
- Your marketing list
- Your production plan
- Your marketing plan
This call will be an opportunity for you to hone and refine, while using us and your peers as a sounding board.
PREP-WORK: In advance of this call, please complete Modules 5-8 in the Focus Stage, and the Action Tasks in each of those lessons.